Cora Capital Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Cora Capital Advisors’s Portfolio USMV Stock Details USMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.31M	Sell	35,694 -827	-2%	-$78.5K	1.1%	17
2025 Q4	$3.44M	Sell	36,521 -29	-0.1%	-$2.73K	1.34%	17
2025 Q3	$3.48M	Sell	36,550 -1,243	-3%	-$116K	1.48%	15
2025 Q2	$3.55M	Sell	37,793 -344	-0.9%	-$31.7K	1.58%	14
2025 Q1	$3.57M	Sell	38,137 -505	-1%	-$46.5K	1.71%	11
2024 Q4	$3.43M	Sell	38,642 -549	-1%	-$50.4K	1.65%	11
2024 Q3	$3.58M	Sell	39,191 -1,524	-4%	-$134K	1.76%	14
2024 Q2	$3.42M	Sell	40,715 -1,023	-2%	-$84.3K	1.76%	14
2024 Q1	$3.49M	Hold	41,738	–	–	1.86%	14
2023 Q4	$3.26M	Sell	41,738 -1,804	-4%	-$135K	1.92%	13
2023 Q3	$3.15M	Sell	43,542 -802	-2%	-$59.8K	2.12%	13
2023 Q2	$3.3M	Sell	44,344 -254	-0.6%	-$18.6K	2.19%	13
2023 Q1	$3.24M	Buy	44,598 +764	+2%	+$54.9K	2.42%	12
2022 Q4	$3.16M	Buy	+43,834	New	+$3.12M	2.17%	11

Other funds holding USMV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cora Capital Advisors's USMV Position: Q1 2026 in Review

Cora Capital Advisors reduced its iShares MSCI USA Min Vol Factor ETF (USMV) stake by 2.3% in Q1 2026, selling an estimated $78.5K and leaving 35,694 shares worth $3.31M. The position accounts for 1.1% of the portfolio, ranked #17.

Cora Capital Advisors first reported a position in USMV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.58M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold USMV as of Q1 2026.

Cora Capital Advisors held 35,694 shares of iShares MSCI USA Min Vol Factor ETF worth $3.31M as of Q1 2026.
Cora Capital Advisors sold 827 iShares MSCI USA Min Vol Factor ETF shares in Q1 2026, an estimated $78.5K.
iShares MSCI USA Min Vol Factor ETF made up 1.1% of Cora Capital Advisors's portfolio in Q1 2026, its #17 holding.
Cora Capital Advisors first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2022 and has held it in 14 quarters since.
Cora Capital Advisors's iShares MSCI USA Min Vol Factor ETF position peaked at $3.58M in Q3 2024.
1,356 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.